Genevieve Donnellon-May was quoted in the South China Morning Post on Trump’s critical-minerals alliance strategy
April 8, 2026: Genevieve Donnellon-May, an Associated Research Fellow with ISDP, was quoted in the South China Morning Post on Trump’s critical-minerals alliance strategy.
“Any sustained oil shock makes the economic case for non-Chinese processing capacity significantly harder to build.”
Trump’s strategy of forming processing partnerships with Australia, Japan, Canada and others relies on the premise of reliable, cost-competitive energy inputs for smelting, refining and chemical processing, she noted. “An oil-supply shock attacks that premise directly.”